KIG
Kessler Investment Group Portfolio holdings
AUM
$244M
1-Year Return
57.4%
This Quarter Return
+5.28%
1 Year Return
+57.4%
3 Year Return
+190.72%
5 Year Return
+383.64%
10 Year Return
+1,156.24%
AUM
$66.1M
AUM Growth
+$2.85M
(+4.5%)
Cap. Flow
+$2.83M
Cap. Flow
% of AUM
4.27%
Top 10 Holdings %
Top 10 Hldgs %
41.76%
Holding
122
New
20
Increased
28
Reduced
10
Closed
27
Top Buys
| 1 |
Cummins
CMI
|
$3.19M |
| 2 |
Newmont
NEM
|
$2.54M |
| 3 |
Exxon Mobil
XOM
|
$2.5M |
| 4 |
Helmerich & Payne
HP
|
$2.17M |
| 5 |
Tapestry
TPR
|
$2.1M |
Top Sells
| 1 |
Eli Lilly
LLY
|
$3.14M |
| 2 |
Phillips 66
PSX
|
$2.17M |
| 3 |
McDonald's
MCD
|
$2.16M |
| 4 |
Starbucks
SBUX
|
$2.07M |
| 5 |
DD
Du Pont De Nemours E I
DD
|
$2.03M |
Sector Composition
| 1 | Energy | 18.83% |
| 2 | Technology | 17.37% |
| 3 | Financials | 15.88% |
| 4 | Industrials | 8.84% |
| 5 | Consumer Staples | 8.66% |
